A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 183 shares of IJS stock, worth $21,141. This represents 0.01% of its overall portfolio holdings.

Number of Shares
183
Previous 185 1.08%
Holding current value
$21,141
Previous $17,000 11.76%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$95.81 - $109.03 $191 - $218
-2 Reduced 1.08%
183 $19,000
Q2 2024

Jul 31, 2024

SELL
$94.12 - $102.13 $20,894 - $22,672
-222 Reduced 54.55%
185 $17,000
Q1 2024

Jul 31, 2024

BUY
$95.88 - $102.78 $39,023 - $41,831
407 New
407 $41,000
Q3 2023

Aug 01, 2024

SELL
$87.64 - $100.82 $525 - $604
-6 Reduced 1.13%
526 $46.9 Million
Q2 2023

Aug 01, 2024

BUY
$87.59 - $95.56 $30,393 - $33,159
347 Added 187.57%
532 $50.6 Million
Q1 2023

Aug 01, 2024

BUY
$88.82 - $106.56 $48,318 - $57,968
544 Added 294.05%
729 $68.2 Million
Q4 2022

Oct 10, 2024

SELL
$84.57 - $97.98 $15,560 - $18,028
-184 Reduced 18.46%
813 $74.2 Million
Q3 2022

Oct 10, 2024

BUY
$82.45 - $101.32 $66,949 - $82,271
812 Added 438.92%
997 $82.2 Million
Q2 2022

Oct 17, 2024

SELL
$86.2 - $103.37 $23,446 - $28,116
-272 Reduced 20.67%
1,044 $92.9 Million
Q1 2022

Oct 17, 2024

BUY
$97.08 - $107.22 $109,991 - $121,480
1,133 Added 619.13%
1,316 $135 Million

Others Institutions Holding IJS

About ISHARES S&P SMALLCAP 600 VALUE


  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.